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YFP Co-Founder and Director of Financial Planning, Tim Baker CFP\xae, RLP\xae, talks about the three silent killers of your investment pie and how to keep your investment portfolio fit.

Key Points From This Episode

• An introduction to today\u2019s topic.
• The importance of including tax in your financial plan.
• How tax permeates all parts of your financial plan.
• Tim Baker shares some of his experiences regarding tax, working as a financial planner.
• Some examples of simple tax reduction strategies.
• How to ensure the withdrawal of investments after retirement in terms of tax.
• A discussion on inflation trends.
• Why it is important to consider inflation in your financial plan and investments.
• We learn how investments can help you get ahead of inflation.
• A detailed discussion on the issues and impact of fees on your investment.

Links Mentioned in Today\u2019s Episode

• YFP Planning: Financial Planning for Pharmacists
• Schedule a free Discovery Call with YFP Planning
• Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance
• Book a Speaking Event
• Email Your Financial Pharmacist: info@yourfinancialpharmacist.com
• YFP Tax
• YFP 233: Tax Moves to Consider Before 2022
• YFP 248: How 3 Pharmacists Had $700,000 of Student Loans Forgiven
• YFP 239: Two Financial I's You May be Overlooking
• YFP 208: Why Minimizing Fees On Your Investments Is So Important
• Are You Making This $1 Million Mistake?
• Your Financial Pharmacist Disclaimer and Disclosures